What's to follow is absolutely not investment advice, but a look into how I allocate our personal assets today and likely into the future. This is highly unconventional, but works for us.
At a high level we're between 30-40% of our invested assets in an algorthymetically traded
At a high level we're between 30-40% of our invested assets in an algorthymetically traded
portfolio that I manage. The remainder is in commercial real estate. I say invested capital b/c I'm somewhat of a "fiscal prepper" and keep about 1.5+ years worth of living expenses in cash at all times.
The algo portfolio trades primarily futures these days and is built on
The algo portfolio trades primarily futures these days and is built on
multiple durations to scale in and out of positions (mainly hourly and daily). The goal here is to really create high prop trading like returns and re-balance them into cash flowing assets annually. Psychology I view this a bit like a VC / swing for the fences bucket. I focus on
trading short/long vol via vix futures, major index futures, gold, silver, copper, a slew of energy / commodities, bonds, and bitcoin.
What I'm working on here is a delta neutral options selling strategy to collect theta to help pay for some of the chop on the above systems
What I'm working on here is a delta neutral options selling strategy to collect theta to help pay for some of the chop on the above systems
which are largely trend based.
On the CRE side I'm all over the place. I co-invest in every project and/or fund we do so I have large exposure to medical office buildings and service oriented retail. Majority of deals are on the value-add to opportunistic spectrum targeting mid
On the CRE side I'm all over the place. I co-invest in every project and/or fund we do so I have large exposure to medical office buildings and service oriented retail. Majority of deals are on the value-add to opportunistic spectrum targeting mid
teens and up returns to the LP's. As a GP, if we perform well we do better. Occasionally I'll throw a development investment in the mix largely for tax reasons as my focus is on post tax returns with all of this, hence futures trading.
What I'm looking to do is increase my alt
What I'm looking to do is increase my alt
yield on this side of the house and do it in a capital efficient manner. Looking to do this via LP exposure to multi family, especially situations where people are taking on heavy lifts with limited near term cash flow, refi'ing the asset post fixing it, and returning the bulk of
the initial investment.
Other things I'm exploring are higher yield more niche and operationally intense CRE with high fragmentation like rv parks, marina's, and manufactured housing.
Also private debt is on my radar as an uncorrelated asset class that's of interest.
Other things I'm exploring are higher yield more niche and operationally intense CRE with high fragmentation like rv parks, marina's, and manufactured housing.
Also private debt is on my radar as an uncorrelated asset class that's of interest.
